ATFSX Mutual Fund Analysis & Holdings | MarketXLS

ATFSX Mutual Fund

NAV$10.90

TER0.28%

Holdings824

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

ATFSX Mutual Fund

NAV$10.90

Invesco Limited Term Municipal Income Fund Class R6

TER0.28%

Holdings824

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare ATFSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings ATFSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

ATFSX Mutual Fund Overlap Analysis

ATFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

ATFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 824 holdings, ATFSX may share significant positions with broad-market funds.

ATFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. ATFSX tax-loss harvesting finds highly correlated but non-identical funds.